November 14, 2018
Monster doc that probably has interesting charts for everyone…below on growth of private companies… Chart then download… —- —- Download PDF LONG-TERM CAPITAL MARKET ASSUMPTIONS Website https://am.jpmorgan.com/pt/institutional/our-thinking/2018-long-term-capital-market-assumptions Good investing, Meb Faber theideafarm.com
November 12, 2018
Anytime you include a chart that goes back to JC’s time, worth viewing! Chart then download… —- —- Download PDF ghosts of disruption past, present and future Website https://www.invesco.com/corporate Good investing, Meb Faber theideafarm.com
November 5, 2018
Fun to flip through CS’s Global Wealth Report 2018 Chart then download… —- —- Download PDF Global Wealth Report 2018 Website https://www.credit-suisse.com/us/en.html Good investing, Meb Faber theideafarm.com
November 2, 2018
KKR with an asset allocation piece that examines this potential low return environment, and surprise, believes private equity is the solution…. Quote then download… —- “In particular, the value of a 200-500 basis point illiquidity premium — in a world […]
October 30, 2018
Wowza somebody bullish on metals and miners! Chart then download… —- —- Download PDF CML Website https://www.pinebridge.com/ Good investing, Meb Faber theideafarm.com
October 21, 2018
I’d rather have a family run a biz than a for hire CEO….and at least this cycle family businesses have outperformed… Chart then download… —- —- Download PDF The CS Family 1000 in 2018 Website http://publications.credit-suisse.com/tasks/render/file/index.cfm?fileid=06B0874A-E14C-7A05-8C2009F03A7DE8E1 Good investing, Meb Faber theideafarm.com
October 21, 2018
UBS on global family offices stats and yada yada… Chart then download… —- —- Download PDF Global Family Office Report Website https://www.ubs.com/global/en/wealth-management/uhnw/global-family-office/global-family-office-report-2018.html Good investing, Meb Faber theideafarm.com
October 17, 2018
This AQR paper reminds me a lot of our tail risk white paper. Great read! Chart then download… —- —- Download PDF Worst of Times Website https://www.aqr.com/Insights/Research/Alternative-Thinking/It-Was-the-Worst-of-Times-Diversification-During-a-Century-of-Drawdowns Good investing, Meb Faber theideafarm.com
October 1, 2018
“Is it possible to create an asset allocation that has never lost money over rolling 6-month periods?” Click. Chart then download: —- —- Download PDF Misleading Lessons of History Website https://www.thinknewfound.com/ Good investing, Meb Faber theideafarm.com
July 13, 2018
This paper won the AQR Insight award. We talk a lot about home country bias a lot in equities, and guess what, just as bad in bonds… No chart just download (there’s also a video)… Download International Currencies and Capital […]
May 23, 2018
Been beating this drum for awhile now… Chart and download: —- —- Downloads How to Avoid a Shark Attack Website https://www.schwab.com/resource-center/insights/ Good investing, Meb Faber theideafarm.com
May 18, 2018
This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website http://www.aaii.com/journal/article/the-impact-of-saving-versus-return-on-wealth Good investing, Meb Faber theideafarm.com
May 17, 2018
Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website https://corporate1.morningstar.com/ResearchLibrary/article/863877/2018-target-date-fund-landscape/ Good investing, Meb Faber theideafarm.com
April 23, 2018
Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website https://www.topdowncharts.com/ Good investing, Meb Faber theideafarm.com
April 16, 2018
Yale’s update is always required reading…US stocks clocking in at a shopping 3.9%… Chart and download: —- —- Link to Download Yale Endowment Update Website http://investments.yale.edu/